What can be done during the 'more options' step?

During the 'more options' step, one of the key functionalities is to define the audience and access for the report. This feature is particularly important as it allows users to customize who can view the report based on their roles and permissions within the NetSuite environment. By specifying the audience, you ensure that only the relevant stakeholders can access sensitive data, thereby maintaining data integrity and confidentiality.

This step is crucial for tailoring reports to meet specific team or departmental needs, thus allowing for focused analysis and reporting. It enhances collaboration and ensures that the right information is available to the right people without compromising security or operational efficiency.

The other choices, while related to data management or user permissions, do not typically occur during this specific step. Adding new employee records is a function unrelated to report audience specification. Importing data from external databases usually involves distinct processes outside report preparation. Restricting user view settings can often be part of overall account setup or user role configuration rather than a specific function performed during the report's 'more options' step.